account_balance

Investment manager · 13F filer · SEC CIK 2053348

IFC Advisors LLC

Reported value$788Mas of Jun 30, 2026

Positions179 31 new, 10 sold out

Top 10 weight58.0%VTV alone is 16%

FiledAug 536 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

VTVVanguard Index FDS

16.4%

MGKVanguard World Fd

10.5%

CARYAngel Oak Funds Trust

7.8%

PREFPrincipal Exchange Traded Fd

6.7%

VOVanguard Index FDS

5.4%

GENIGenius Sports Ltd

3.1%+13%

TXUEThornburg ETF Tr

2.2%+4%

ACWIiShares Tr

2.1%

AAPLApple Inc.

2.0%

UYLDAngel Oak Funds Trust

1.7%

GOOGLAlphabet Inc.

1.7%

NVDANVIDIA Corp

1.6%

VTVVanguard Index FDS

16.4%

MGKVanguard World Fd

10.5%

CARYAngel Oak Funds Trust

7.8%

PREFPrincipal Exchange Traded Fd

6.7%

VOVanguard Index FDS

5.4%

GENI3.1%

TXUE2.2%

ACWI2.1%

AAPL

UYLD

GOOGLNVDA

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTV Vanguard Index FDS 16.4% Held

MGK Vanguard World Fd 10.5% Held

CARY Angel Oak Funds Trust 7.8% Held

PREF Principal Exchange Traded Fd 6.7% Held

VO Vanguard Index FDS 5.4% Held

GENI Genius Sports Ltd 3.1% Added +13%

TXUE Thornburg ETF Tr 2.2% Added +4%

ACWI iShares Tr 2.1% Held

AAPL Apple Inc. 2.0% Trimmed −3%

UYLD Angel Oak Funds Trust 1.7% Trimmed −14%

GOOGL Alphabet Inc. 1.7% Held NVDA NVIDIA Corp 1.6% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 5, 2026, compared with the May 4, 2026 filing

add_circleNew

PHYS $3.35M
FICO $3.06M
WY $2.76M
PLD $1.76M

arrow_upwardAdded

SGOV +553%
ACN +433%
MEM +32%
BAC +18%

arrow_downwardTrimmed

WTW −29%
UYLD −14%
V −14%
IWD −10%

remove_circleSold out

NEE $5.61M
GBIL $729K
JMST $510K
MRSH $271K

IFC Advisors LLC

Where the money is

Biggest moves since Mar 31, 2026

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